Item Settings
The defaults and rules you set once for items — and every item created afterwards follows them. This is where you decide how item codes are generated, what documents an item must carry, and how items are grouped and tax-coded.
Where to find it
Open the Bizconnekt admin console and go to Settings → Entity → Items. You need Tenant Administrator access.
What can you set for items?
| Setting | What it does |
|---|---|
| Automatic item codes | Turn on auto-numbering so each new item gets a code automatically, with a prefix you choose and a starting number. Turn it off to type codes yourself. |
| Required documents | Choose which files an item must have — a product photo, a drawing, a warranty document, or your own document types — before it can be saved. |
| Item categories | Switch on grouping items into categories, and sub-categories beneath them, so your catalogue stays organised. |
| HSN / SAC code formats | Set the code patterns used for tax classification, so the right tax details flow through to your documents. |
How to configure item defaults
- Go to Settings → Entity → Items.
- To auto-number items, turn on automatic codes and set the prefix and starting number.
- Choose the documents that must be attached to every item.
- Turn on categories and sub-categories if you want to group your items.
- Set your HSN and SAC code formats.
- Click Save. New items follow these rules from now on.
What it affects
These defaults apply wherever an item is created or used — the item master, and every purchase, sales and inventory document that picks an item. Changing a setting affects new items and documents; existing records are unchanged.
Related guides
Need help? Contact support at support@bizconnekt.com